Evexia Wealth LLC

Item 5 – Fees and Compensation

The following paragraphs detail the fee structure and compensation methodology for services provided by the
Advisor. Each Client engaging the Advisor for services described herein shall be required to enter into one or
more written agreements with the Advisor.

A. Fees for Advisory Services
Investment Management Services
Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the
investment advisory agreement. Investment advisory fees are based on the market value of assets under
management at the end of the prior calendar quarter, including any month-end accruals of dividends and interest.
Investment advisory fees range from 0.70% to 2.00% annually. Investment advisory fees are based on the
following schedule or a fixed annual rate:

                           Assets Under Management ($)                  Annual Rate (%)
                                     Up to $100,000                           2.00%
                                 $100,0001 to $250,000                        1.75%
                                 $250,001 to $1,000,000                       1.50%
                                $1,000,001 to $3,000,000                      1.25%
                                $3,000,001 to $5,000,000                      1.00%
                                $5,000,001 to $7,000,000                      0.90%
                               $7,000,001 to $10,000,000                      0.80%
                                 $10,000,001 and above                        0.70%

Evexia Wealth Income Reserve Model
Evexia Wealth also provides a specific income reserve model to Clients which deter from the investment advisory
fee schedule listed above. Clients who utilize this model will pay the Advisor a quarterly investment advisory fee
in accordance with the fee schedule listed below. Furthermore, specific accounts within this model will be listed
out in Schedule A of the advisory agreement.

                                Model Portfolio                         Annual Rate (%)
                                Income Reserve Model                        0.25%

Evexia Income Alpha and Green Income Alpha Models
Evexia Wealth also provides specific model portfolios to Clients which deter from the investment advisory schedule
listed above. Clients who utilize these models will pay the Advisor a quarterly investment advisory fee in
accordance with the fee schedule listed below. Furthermore, specific accounts within this model will be listed out
in Schedule A of the advisory agreement.

                           Assets Under Management ($)                     Annual Rate (%)
                           Up to $5,000,000                                    1.00%
                           $5,000,001 to $7,000,000                            0.90%
                           $7,000,001 to $10,000,000                           0.80%
                           $10,000,001 and Above                               0.70%

The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to
the end of the first quarter. Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take
into consideration the aggregate assets under management with the Advisor to achieve the lowest fee rate in the
above schedule. The Advisor may offer certain Clients or accounts a fixed annual rate. All securities held in
accounts managed by Evexia Wealth will be independently valued by the Custodian. The Advisor will conduct
periodic reviews of the Custodian’s valuation to ensure accurate billing.

                                                    Evexia Wealth, LLC
                                    1265 Main Street, Suite 105, Stevens Point, WI 54481
                                  Phone: (715) 344-9496 | Website: https://evexiawealth.com

The Advisor’s fee is exclusive of, and in addition to any applicable securities transaction and custody fees, and
other related costs and expenses described in Item 5.C below, which may be incurred by the Client. However, the
Advisor shall not receive any portion of these commissions, fees, and costs.

Financial Planning Services
Evexia Wealth offers project-based financial planning services either on an hourly basis or a fixed engagement
fee. Hourly fees range up to $300 per hour. Fixed project fees are based on the expected number of hours to
complete the engagement at the Advisor’s hourly rate. Ongoing financial planning engagements range from
$1,800 to $30,000 annually. Fees may be negotiable based on the nature and complexity of the services to be
provided and the overall relationship with the Advisor. An estimate for total hours and/or total costs will be provided
to the Client prior to engaging for these services.

B. Fee Billing
Investment Management Services
Investment advisory fees are calculated by the Advisor or its delegate and deducted from the Client’s account[s]
at the Custodian. The Advisor shall send an invoice to the Custodian indicating the amount of the fees to be
deducted from the Client’s account[s] at the beginning of the] respective quarter. The amount due is calculated by
applying the quarterly rate (annual rate divided by 4) to the total assets under management with Evexia Wealth at
the end of the prior quarter. Clients will be provided with a statement, at least quarterly, from the Custodian
reflecting deduction of the investment advisory fee. Clients are urged to also review and compare the statement
provided by the Advisor to the brokerage statement from the Custodian, as the Custodian does not perform a
verification of fees. Clients provide written authorization permitting advisory fees to be deducted by Evexia Wealth
to be paid directly from their account[s] held by the Custodian as part of the investment advisory agreement and
separate account forms provided by the Custodian.
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Item 7 – Types of Clients
Evexia Wealth offers investment advisory services to individuals, high net worth individuals, trusts, estates, and
small businesses. Evexia Wealth generally does not impose a minimum relationship size.